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Name Holding Trade Value Shares
Change
Change in
Stake
GCM
1651
Gables Capital Management
Florida
$37.7K – – –
PFA
1652
Pillar Financial Advisors
Kentucky
$37.7K – – –
PGAM
1653
Princeton Global Asset Management
New Jersey
$37.6K -$34.3K -500 -50%
PPA
1654
Painted Porch Advisors
California
$36.9K – – –
SFO
1655
Standard Family Office
South Dakota
$36.8K – – –
SWA
1656
SOA Wealth Advisors
New York
$36.7K +$8.98K +131 +37%
BGA
1657
Battery Global Advisors
Massachusetts
$36K – – –
CAM
1658
Costello Asset Management
Pennsylvania
$35.9K -$6.65K -97 -17%
WA
1659
WPG Advisers
Maryland
$35.2K +$4.11K +60 +15%
RF
1660
Roxbury Financial
New Jersey
$34.8K +$69 +1 +0.2%
SHIM
1661
Stone House Investment Management
Pennsylvania
$33.5K -$4.87K -71 -14%
FRA
1662
Front Row Advisors
California
$33.1K -$1.17K -17 -4%
HAP
1663
Harbor Asset Planning
Massachusetts
$33.1K – – –
BWAM
1664
Boyd Watterson Asset Management
Ohio
$32.8K – – –
RTC
1665
Riverview Trust Company
Washington
$31.5K – – –
TFA
1666
Transamerica Financial Advisors
Florida
$31.5K +$28.4K +415 +13,833%
TCM
1667
TD Capital Management
Tennessee
$31.5K -$685 -10 -2%
WTA
1668
Washington Trust Advisors
Massachusetts
$31.1K – – –
W
1669
WealthCollab
Washington
$31K +$2.4K +35 +9%
WA
1670
Whipplewood Advisors
Colorado
$30.2K -$14.3K -209 -34%
ANBT
1671
American National Bank & Trust
Texas
$30.2K – – –
VWM
1672
Vermillion Wealth Management
Minnesota
$30.2K – – –
CTC
1673
Corundum Trust Company
South Dakota
$28.8K +$26.2K +382 New
CNBT
1674
Cornerstone National Bank & Trust
Illinois
$28.5K -$8.63K -126 -25%
SC
1675
Steph & Co
Wisconsin
$28.4K +$7.26K +106 +39%